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Training · One per role · Free

Train each person on your team on what they actually use

Four short videos, one per role. Everyone learns their own day-to-day in SubmitX, without sitting through the other 44 minutes that don't concern them.

≈ 18 min

Administrator

Running the company: subscription, team and invitations, role permissions, settings, compliance and the financial dashboard.

  • Create roles and set permissions
  • Invite the team and track adoption
  • Read the financial dashboard
≈ 22 min

Project manager

From quote to job site: create and track a quote, open a project, plan it in the Gantt chart, manage RFIs, inspections and change orders.

  • Generate a quote with AI
  • Plan a project in the Gantt chart
  • Track RFIs, inspections and change orders
≈ 20 min

Accountant

Invoicing, expenses and payroll: progress billing, receipt OCR, reconciliation, purchasing and inventory, payroll and tax reports.

  • Bill a project progressively
  • Receipt OCR and reconciliation
  • Payroll and GST/QST reports
≈ 12 min

Field employee

On the job site: clock hours, check tasks, record a voice note, photograph a defect, scan a receipt and follow pay stubs.

  • Clock in with GPS
  • Voice note, photo, receipt
  • Follow tasks and pay stubs

A single form unlocks all four trainings on this device. Prefer live guidance? Book a demo.